2021 Education Roundtable

Executive Summary

Scott M. Peterson and his team of Certified Financial Advisors cover important aspects of retirement including what is an estate plan and the legal documents you need to put your estate plan into action.

About the Author
Founder & CEO at 

Scott is the founder and principal investment advisor of Peterson Wealth Advisors. He graduated from Brigham Young University in 1986 and has since specialized in financial management for retirees. Scott is the author of Maximize Your Retirement Income and Plan on Living: The Retiree’s Guide to Lasting Income & Enduring Wealth.

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